How Cowork Inc. manages memberships with Tallyfy
Streamline member onboarding with Tallyfy's powerful process management tool. Ensure a smooth and efficient experience for hundreds of members.
Managing membership setup across hundreds of members requires consistent, trackable processes. Here is how we approach client onboarding.
Client Onboarding Made Easy
Summary
- Missing steps caused real problems - Before Tallyfy, Cowork Inc. consistently missed at least one element in member setup, leading to billing issues, legal compliance failures, and members unaware of services they were paying for - a pattern we have observed across coworking spaces managing 8,000+ members
- Professional onboarding creates confidence - Members noticed a more polished experience, while the team gained confidence that nothing was being missed and reclaimed time to focus on member experience instead of admin
- Integration capability mattered - The ability to connect web forms and CRM with Tallyfy through integration tools like Zapier was part of creating a smoother member setup process. Want similar results?
Cowork Inc. - A fast growing enterprise headquartered in the city of Bath in England that helps communities unlock their true value by creating and operating top of the line coworking spaces. Cowork Inc. uses Tallyfy’s process management tool to ensure hundreds of their members go through the member setup process as efficiently and smoothly as possible.
Tom Lewis
Operator
Cowork Inc.
What was the core problem you wanted to solve?
As a coworking hub operator, when a new member signs up, we need to set each of them up on various systems. We call this the new member setup process.
The member setup process covers confirming basic details, verifying billing details, ensuring we have the correct ID and paperwork to comply with money laundering rules, and that the members are aware of all of our rules and internal processes.
Before Tallyfy, we found that there was always at least one element which was missed. This often went unnoticed until it had caused a problem - leading to billing issues, legal compliance issues, and members who were not aware of the full range of services they were investing in. Putting our new member setup process in Tallyfy has allowed us to document these steps, track them and ensure that nothing gets missed.
What processes does Cowork Inc. track on Tallyfy?
New member setup process
Member leaving process
How was Cowork Inc doing these tasks and processes before?
Originally, our new member setup process and other processes were done manually - just using pen and paper.
What other software did you evaluate before choosing Tallyfy?
We considered using our current core back office system (Podio) but it was not suited to this use. We are a cloud-software heavy company and one of the things that attracted us to Tallyfy was the integration potential. The ability to integrate our web forms and CRM with Tallyfy using tools like Zapier helped the member setup process work more smoothly.
What specific improvements have you seen with Tallyfy?
We are much more confident that nothing is getting missed with our new member setup process. And more importantly, Tallyfy has allowed us more time to focus on our member experience and less time worrying about admin.
We have also benefited from multiple users being able to track the progress of any given process. The ability to mark a step as complete and then for the next step to be assigned to someone else only after that step is completed has made teamwork much more efficient.
How has Tallyfy improved your business?
Our members have noticed a more slick and professional onboarding experience. With a more streamlined member setup process in place, we have had to get involved much less with new member setup issues.
What specific features did you like most about Tallyfy?
- Ease of setup
- Simple to use for non-technical people
- Anyone can track any process
- Ability to integrate with other apps using tools like Zapier
How would you describe Tallyfy to others?
Tallyfy is a simple but effective cloud-based system to design, kick off and track the progress of any multi-step process in your business.
It is easy to setup a process and anyone will find it simple to use, so there is fast adoption. Also, the integration with tools like Zapier means that you can kick off processes from other systems with just a few minutes of initial work, even if you are not a technically-savvy person.
Would you recommend Tallyfy to others?
Yes, I would recommend Tallyfy to businesses which have repetitive processes such as a new member setup process that they need kicked off, track and complete accurately. In feedback we have received from similar organizations, manual tracking always leads to missed steps eventually - one glass company we spoke with was using five different disconnected systems before consolidating into a single workflow platform.
What is the main thing that stands out about Tallyfy?
The main thing that stands out is how powerful, yet simple Tallyfy is. It takes a very short time to learn and use efficiently.
About the Author
Amit is the CEO of Tallyfy. He is a workflow expert and specializes in process automation and the next generation of business process management in the post-flowchart age. He has decades of consulting experience in task and workflow automation, continuous improvement (all the flavors) and AI-driven workflows for small and large companies. Amit did a Computer Science degree at the University of Bath and moved from the UK to St. Louis, MO in 2014. He loves watching American robins and their nesting behaviors!
Follow Amit on his website, LinkedIn, Facebook, Reddit, X (Twitter) or YouTube.
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